Aventail Capital Group’s Occidental Petroleum OXY Stock Holding History

Aventail Capital Group’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1M	Buy	247,752 +206,932	+507%	+$10.4M	0.77%	44
2025 Q4	$1.68M	Sell	40,820 -797,542	-95%	-$33.3M	0.1%	124
2025 Q3	$39.6M	Buy	+838,362	New	+$37.9M	1.84%	14
2024 Q4	–	Sell	-493,243	Closed	-$25.4M	–	122
2024 Q3	$25.4M	Buy	+493,243	New	+$28.1M	1.5%	26
2023 Q4	–	Sell	-781,104	Closed	-$50.7M	–	82
2023 Q3	$50.7M	Buy	+781,104	New	+$49.1M	3.53%	10
2023 Q2	–	Sell	-950,000	Closed	-$59.3M	–	69
2023 Q1	$59.3M	Sell	950,000 -20,014	-2%	-$1.24M	5.02%	5
2022 Q4	$61.1M	Buy	970,014 +645,014	+198%	+$43.9M	7.35%	3
2022 Q3	$20M	Buy	+325,000	New	+$20.8M	1.53%	24

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Aventail Capital Group's OXY Position: Q1 2026 in Review

Aventail Capital Group increased its Occidental Petroleum (OXY) stake by 507% in Q1 2026, buying an estimated $10.4M and bringing the position to 247,752 shares worth $16.1M. The position accounts for 0.77% of the portfolio, ranked #44.

Aventail Capital Group first reported a position in OXY in Q3 2022 and has held it in 8 quarters since. The position peaked at $61.1M in Q4 2022. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Aventail Capital Group held 247,752 shares of Occidental Petroleum worth $16.1M as of Q1 2026.
Aventail Capital Group bought 206,932 Occidental Petroleum shares in Q1 2026, an estimated $10.4M.
Occidental Petroleum made up 0.77% of Aventail Capital Group's portfolio in Q1 2026, its #44 holding.
Aventail Capital Group first reported a position in Occidental Petroleum in Q3 2022 and has held it in 8 quarters since.
Aventail Capital Group's Occidental Petroleum position peaked at $61.1M in Q4 2022.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.